As a financial professional, you help keep clients organized, create understanding out of the numbers, and guide them to making better business decisions—that’s the exciting part of your job! The “less fun” part is managing the constant emails, spreadsheets, reminders, and tools that don’t integrate.

How to stay in control without sacrificing the growth of your team and practice is the ultimate dilemma. In this course, attendees will learn about context switching along with practical tips, strategies, and tools to help in effectively managing time, attention, and productivity. 

Learning Objectives: 

• Define context switching and identify the negative impacts it has on productivity


• Identify ways to avoid context switching


• Determine how an all-in-one app for bookkeepers and accountants can increase productivity and reduce the pain caused by context switching